Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,322 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,283 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,992 | $88,324+26.8% | $115,038-2.6% | $55,191+102.9% |
| Participation rate | 98.3% | 72.5%+25.8pp | 81.4%+16.9pp | 69.2%+29.1pp |
| Annual return | 0.62% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,733 | $2,805+140.0% | $4,608+46.1% | $1,899+254.6% |
| Participant deferral / active EE | $12,153 | $5,042+141.0% | $6,026+101.7% | $3,046+298.9% |
| Admin fee / account holder | $13 | $105-87.4% | $8,175-99.8% | $91-85.4% |